Strategic Planning, Inc.

Position in D — Dominion Energy, Inc

CIK 1925220 Columbus, OH

Position in D

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,820,229

+$213,356 QoQ

Shares Held

77,972

-0.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Strategic Planning, Inc. holds $8,023,979 across 3 Utilities - Regulated Electric names. D ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc This page	77,972	$4,820,229
2	EXC	Exelon Corp	49,697	$2,436,146
3	AEP	American Electric Power Co Inc	5,856	$767,604

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,820,229	77,972	-0.8%	Shares	Sole	2026-05-18
2025-12-31	$4,606,873	78,629	-1.8%	Shares	Sole	2026-02-18
2025-09-30	$4,896,169	80,042	-2.3%	Shares	Sole	2025-10-20
2025-06-30	$4,628,988	81,900	-0.9%	Shares	Sole	2025-10-20
2025-03-31	$4,635,026	82,665	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.